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Oracle iStore
Quick Reference Guide
Release 12.2
Part No. E49073-01
September 2013
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Oracle iStore Quick Reference Guide, Release 12.2
Part No. E49073-01
Copyright 2008, 2013, Oracle and/or its affiliates. All rights reserved.
Primary Author: Dhanya Menon
Contributing Author: Prashanti Gajjala
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of
their respective owners.
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used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,
the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro
Devices. UNIX is a registered trademark of The Open Group.
This software and related documentation are provided under a license agreement containing restrictions on
use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your
license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,
transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse
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prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.
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Contents
Send Us Your Comments
Preface
1 Introduction to Oracle iStore
Introduction............................................................................................................................... 1-1
Key Features and Benefits......................................................................................................... 1-3
Site Administration Application.............................................................................................. 1-3
Catalog Management.................................................................................................................1-5
Content Management................................................................................................................ 1-6
Automated User Communications............................................................................................1-6
Background Data Management................................................................................................ 1-7
User Management, Self-Service Registration, and Customer Information.............................1-7
Globalization and Localization Support.................................................................................. 1-8
Interactive Selling and Ordering Options................................................................................1-9
Order Management and Fulfillment.......................................................................................1-10
Marketing and Customer Tracking.........................................................................................1-10
Business Objects, Components, and Processes...................................................................... 1-11
Mandatory Integrations with Other Oracle Applications......................................................1-11
Optional Integrations with Other Oracle Applications......................................................... 1-12
2 Site Administration Application
Site Management.......................................................................................................................2-2
Main Features of Sites............................................................................................................... 2-2
Oracle iStore Administrator......................................................................................................2-4
Preview Mode............................................................................................................................ 2-4
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Display Template Mappings Import/Export............................................................................ 2-4
Customer Application Display................................................................................................. 2-4
Display Templates.....................................................................................................................2-5
Section and Product Template Gallery..................................................................................... 2-5
Bin Display................................................................................................................................ 2-5
Images, Messages, and HTML Content.................................................................................... 2-5
Content Management................................................................................................................ 2-6
Content Repository.................................................................................................................... 2-6
Content Components and Media Objects................................................................................ 2-6
Optional Integration with Oracle Content Manager................................................................2-7
Catalog Management.................................................................................................................2-7
Section Hierarchy...................................................................................................................... 2-8
Product Catalog......................................................................................................................... 2-8
E-Mail Notifications................................................................................................................ 2-10
Background Data Management.............................................................................................. 2-11
3 Customer Application
Specialty Sites............................................................................................................................ 3-1
Specialty Sites Overview.......................................................................................................... 3-2
Catalog Pages Overview............................................................................................................3-3
Shopping Carts.......................................................................................................................... 3-4
Shopping Cart Key Features and Benefits................................................................................3-4
Active, Saved, and Shared Shopping Carts.............................................................................. 3-5
Published and Shared Quotes...................................................................................................3-8
Shopping Lists.........................................................................................................................3-10Order Placement and Tracking............................................................................................... 3-10
Checkout and Order Placement.............................................................................................. 3-10
Express Checkout.................................................................................................................... 3-11
Order Tracking, Cancellation, and Returns............................................................................3-11
Users and Registration............................................................................................................ 3-12
User Types and Access............................................................................................................ 3-13
User Registration..................................................................................................................... 3-13
B2B User and Role Management.............................................................................................3-14
Storage of User and Company Information............................................................................3-15
Opting In or Out...................................................................................................................... 3-15
Index
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Send Us Your Comments
Oracle iStore Quick Reference Guide, Release 12.2
Part No. E49073-01
Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.Your feedback is important, and helps us to best meet your needs as a user of our products. For example:
Are the implementation steps correct and complete?
Did you understand the context of the procedures?
Did you find any errors in the information?
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vii
Preface
Intended Audience
Welcome to Release 12.2 of the Oracle iStore Quick Reference Guide.
This guide provides an overview of the Oracle iStore application.
See Related Information Sources on page viiifor more Oracle E-Business Suite product
information.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support
Oracle customers have access to electronic support through My Oracle Support. For
information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.
Structure1 Introduction to Oracle iStore
2 Site Administration Application
3 Customer Application
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viii
Related Information Sources
Integration Repository
The Oracle Integration Repository is a compilation of information about the service
endpoints exposed by the Oracle E-Business Suite of applications. It provides a
complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets
users easily discover and deploy the appropriate business service interface for
integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the E-Business Suite. As your
instance is patched, the repository is automatically updated with content appropriate
for the precise revisions of interfaces in your environment.
You can navigate to the Oracle Integration Repository through Oracle E-Business Suite
Integrated SOA Gateway.
Online Documentation
All Oracle E-Business Suite documentation is available online (HTML or PDF).
PDF- See the Oracle E-Business Suite Documentation Library for current PDF
documentation for your product with each release. The Oracle E-Business Suite
Documentation Library is also available on My Oracle Support and is updated
frequently
Online Help- Online help patches (HTML) are available on My Oracle Support.
Release Notes- For information about changes in this release, including newfeatures, known issues, and other details, see the release notes for the relevant
product, available on My Oracle Support.
Oracle Electronic Technical Reference Manual -The Oracle Electronic Technical
Reference Manual (eTRM) contains database diagrams and a detailed description of
database tables, forms, reports, and programs for each Oracle E-Business Suite
product. This information helps you convert data from your existing applications
and integrate Oracle E-Business Suite data with non-Oracle applications, and write
custom reports for Oracle E-Business Suite products. The Oracle eTRM is available
on My Oracle Support.
Guides Related to All Products
Oracle E-Business Suite User's Guide
This guide explains how to navigate, enter data, query, and run reports using the user
interface (UI) of Oracle E-Business Suite. This guide also includes information on setting
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user profiles, as well as running and reviewing concurrent programs.
You can access this guide online by choosing "Getting Started with Oracle Applications"
from any Oracle E-Business Suite product help file.
Guides Related to this Product
Oracle iStore Implementation and Administration Guide
This guide enables your business to establish business-to-business (B2B) and
business-to-consumer (B2C) electronic commerce (e-commerce). You can learn how to
build, test, and launch sophisticated online stores in multiple languages and currencies
that can store customer data, provide flexible pricing, track shopping lists, orders and
returns, and target different customer segments and organizations. Use this guide to
integrate Oracle iStore with other Oracle applications such as Oracle Workflow or
Oracle Quoting for added functionality and features.
Installation and System Administration
Oracle Alert User's Guide
This guide explains how to define periodic and event alerts to monitor the status of
your Oracle E-Business Suite data.
Oracle E-Business Suite Concepts
This book is intended for all those planning to deploy Oracle E-Business Suite Release
12.2, or contemplating significant changes to a configuration. After describing the
Oracle E-Business Suite architecture and technology stack, it focuses on strategic topics,giving a broad outline of the actions needed to achieve a particular goal, plus the
installation and configuration choices that may be available.
Oracle E-Business Suite CRM System Administrator's Guide
This manual describes how to implement the CRM Technology Foundation (JTT) and
use its System Administrator Console.
Oracle E-Business Suite Developer's Guide
This guide contains the coding standards followed by the Oracle E-Business Suite
development staff. It describes the Oracle Application Object Library componentsneeded to implement the Oracle E-Business Suite user interface described in the Oracle
E-Business Suite User Interface Standards for Forms-Based Products. It also provides
information to help you build your custom Oracle Forms Developer forms so that they
integrate with Oracle E-Business Suite. In addition, this guide has information for
customizations in features such as concurrent programs, flexfields, messages, and
logging.
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Oracle E-Business Suite Installation Guide: Using Rapid Install
This book is intended for use by anyone who is responsible for installing or upgrading
Oracle E-Business Suite. It provides instructions for running Rapid Install either to carry
out a fresh installation of Oracle E-Business Suite Release 12.2, or as part of an upgrade
to Release 12.2.
Oracle E-Business Suite Maintenance Guide
This guide contains information about the strategies, tasks, and troubleshooting
activities that can be used to help ensure an Oracle E-Business Suite system keeps
running smoothly, together with a comprehensive description of the relevant tools and
utilities. It also describes how to patch a system, with recommendations for optimizing
typical patching operations and reducing downtime.
Oracle E-Business Suite Security Guide
This guide contains information on a comprehensive range of security-related topics,including access control, user management, function security, data security, and
auditing. It also describes how Oracle E-Business Suite can be integrated into a single
sign-on environment.
Oracle E-Business Suite Setup Guide
This guide contains information on system configuration tasks that are carried out
either after installation or whenever there is a significant change to the system. The
activities described include defining concurrent programs and managers, enabling
Oracle Applications Manager features, and setting up printers and online help.
Oracle E-Business Suite User Interface Standards for Forms-Based Products
This guide contains the user interface (UI) standards followed by the Oracle E-Business
Suite development staff. It describes the UI for the Oracle E-Business Suite products and
tells you how to apply this UI to the design of an application built by using Oracle
Forms.
Other Implementation Documentation
Oracle Approvals Management Implementation Guide
This guide describes transaction attributes, conditions, actions, and approver groupsthat you can use to define approval rules for your business. These rules govern the
process for approving transactions in an integrated Oracle application. You can define
approvals by job, supervisor hierarchy, positions, or by lists of individuals created
either at the time you set up the approval rule or generated dynamically when the rule
is invoked. You can learn how to link different approval methods together and how to
run approval processes in parallel to shorten transaction approval process time.
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Oracle Diagnostics Framework User's Guide
This guide contains information on implementing, administering, and developing
diagnostics tests for Oracle E-Business Suite using the Oracle Diagnostics Framework.
Oracle E-Business Suite Flexfields Guide
This guide provides flexfields planning, setup and reference information for the Oracle
E-Business Suite implementation team, as well as for users responsible for the ongoing
maintenance of Oracle E-Business Suite product data. This guide also provides
information on creating custom reports on flexfields data.
Oracle E-Business Suite Integrated SOA Gateway Implementation Guide
This guide explains the details of how integration repository administrators can manage
and administer the entire service enablement process based on the service-oriented
architecture (SOA) for both native packaged public integration interfaces and composite
services - BPEL type. It also describes how to invoke Web services from OracleE-Business Suite by working with Oracle Workflow Business Event System, manage
Web service security, and monitor SOAP messages.
Oracle E-Business Suite Integrated SOA Gateway User's Guide
This guide describes how users can browse and view the integration interface
definitions and services that reside in Oracle Integration Repository.
Oracle E-Business Suite Multiple Organizations Implementation Guide
This guide describes how to set up multiple organizations and the relationships among
them in a single installation of an Oracle E-Business Suite product such that transactionsflow smoothly through and among organizations that can be ledgers, business groups,
legal entities, operating units, or inventory organizations. You can use this guide to
assign operating units to a security profile and assign this profile to responsibilities such
that a user can access data for multiple operating units from a single responsibility. In
addition, this guide describes how to set up reporting to generate reports at different
levels and for different contexts. Reporting levels can be ledger or operating unit while
reporting context is a named entity in the selected reporting level.
Oracle e-Commerce Gateway Implementation Guide
This guide describes implementation details, highlighting additional setup steps needed
for trading partners, code conversion, and Oracle E-Business Suite. It also providesarchitecture guidelines for transaction interface files, troubleshooting information, and a
description of how to customize EDI transactions.
Oracle e-Commerce Gateway User's Guide
This guide describes the functionality of Oracle e-Commerce Gateway and the
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necessary setup steps in order for Oracle E-Business Suite to conduct business with
trading partners through Electronic Data Interchange (EDI). It also describes how to run
extract programs for outbound transactions, import programs for inbound transactions,
and the relevant reports.
Oracle iSetup User's GuideThis guide describes how to use Oracle iSetup to migrate data between different
instances of the Oracle E-Business Suite and generate reports. It also includes
configuration information, instance mapping, and seeded templates used for data
migration.
Oracle Product Hub Implementation Guide
This guide explains how to set up hierarchies of items using catalogs and catalog
categories and then to create user-defined attributes to capture all of the detailed
information (such as cost information) about an object (such as an item or change
order). It also explains how to set up optional features used in specific business cases;choose which features meet your business' needs. Finally, the guide explains the set up
steps required to link to third party and legacy applications, then synchronize and
enrich the data in a master product information repository.
Oracle Product Hub User's Guide
This guide explains how to centrally manage item information across an enterprise,
focusing on product data consolidation and quality. The item information managed
includes item attributes, categorization, organizations, suppliers, multilevel
structures/bills of material, packaging, changes, attachments, and reporting.
Oracle Web Applications Desktop Integrator Implementation and Administration Guide
Oracle Web Applications Desktop Integrator brings Oracle E-Business Suite
functionality to a spreadsheet, where familiar data entry and modeling techniques can
be used to complete Oracle E-Business Suite tasks. You can create formatted
spreadsheets on your desktop that allow you to download, view, edit, and create Oracle
E-Business Suite data, which you can then upload. This guide describes how to
implement Oracle Web Applications Desktop Integrator and how to define mappings,
layouts, style sheets, and other setup options.
Oracle Workflow Administrator's Guide
This guide explains how to complete the setup steps necessary for any OracleE-Business Suite product that includes workflow-enabled processes. It also describes
how to manage workflow processes and business events using Oracle Applications
Manager, how to monitor the progress of runtime workflow processes, and how to
administer notifications sent to workflow users.
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Oracle Workflow Developer's Guide
This guide explains how to define new workflow business processes and customize
existing workflow processes embedded in Oracle E-Business Suite. It also describes how
to define and customize business events and event subscriptions.
Oracle Workflow User's Guide
This guide describes how Oracle E-Business Suite users can view and respond to
workflow notifications and monitor the progress of their workflow processes.
Oracle XML Gateway User's Guide
This guide describes Oracle XML Gateway functionality and each component of the
Oracle XML Gateway architecture, including Message Designer, Oracle XML Gateway
Setup, Execution Engine, Message Queues, and Oracle Transport Agent. It also explains
how to use Collaboration History that records all business transactions and messages
exchanged with trading partners.
The integrations with Oracle Workflow Business Event System, and the
Business-to-Business transactions are also addressed in this guide.
Oracle XML Publisher Administration and Developer's Guide
Oracle XML Publisher is a template-based reporting solution that merges XML data
with templates in RTF or PDF format to produce outputs to meet a variety of business
needs. Outputs include: PDF, HTML, Excel, RTF, and eText (for EDI and EFT
transactions). Oracle XML Publisher can be used to generate reports based on existing
Oracle E-Business Suite report data, or you can use Oracle XML Publisher's data
extraction engine to build your own queries. Oracle XML Publisher also provides arobust set of APIs to manage delivery of your reports via e-mail, fax, secure FTP,
printer, WebDav, and more. This guide describes how to set up and administer Oracle
XML Publisher as well as how to use the Application Programming Interface to build
custom solutions. This guide is available through the Oracle E-Business Suite online
help.
Oracle XML Publisher Report Designer's Guide
Oracle XML Publisher is a template-based reporting solution that merges XML data
with templates in RTF or PDF format to produce a variety of outputs to meet a variety
of business needs. Using Microsoft Word or Adobe Acrobat as the design tool, you can
create pixel-perfect reports from the Oracle E-Business Suite. Use this guide to designyour report layouts. This guide is available through the Oracle E-Business Suite online
help.
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Training and Support
Training
Oracle offers a complete set of training courses to help you master your product and
reach full productivity quickly. These courses are organized into functional learning
paths, so you take only those courses appropriate to your job or area of responsibility.
You have a choice of educational environments. You can attend courses offered by
Oracle University at any of our many Education Centers, you can arrange for our
trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle
University's online education utility. In addition, Oracle training professionals can tailor
standard courses or develop custom courses to meet your needs. For example, you may
want to use your organization structure, terminology, and data as examples in a
customized training session delivered at your own facility.
SupportFrom on-site support to central support, our team of experienced professionals provides
the help and information you need to keep your product working for you. This team
includes your Technical Representative, Account Manager, and Oracle's large staff of
consultants and support specialists with expertise in your business area, managing an
Oracle server, and your hardware and software environment.
Do Not Use Database Tools to Modify Oracle E-Business Suite Data
Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data
Browser, database triggers, or any other tool to modify Oracle E-Business Suite data
unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and
maintain information in an Oracle database. But if you use Oracle tools such as
SQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of
your data and you lose the ability to audit changes to your data.
Because Oracle E-Business Suite tables are interrelated, any change you make using an
Oracle E-Business Suite form can update many tables at once. But when you modify
Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you
may change a row in one table without making corresponding changes in related tables.
If your tables get out of synchronization with each other, you risk retrieving erroneous
information and you risk unpredictable results throughout Oracle E-Business Suite.
When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite
automatically checks that your changes are valid. Oracle E-Business Suite also keeps
track of who changes information. If you enter information into database tables using
database tools, you may store invalid information. You also lose the ability to track who
has changed your information because SQL*Plus and other database tools do not keep a
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record of changes.
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Introduction to Oracle iStore 1-1
1Introduction to Oracle iStore
This chapter covers the following topics:
Introduction
Key Features and Benefits
Site Administration Application
Catalog Management
Content Management
Automated User Communications
Background Data Management
User Management, Self-Service Registration, and Customer Information
Globalization and Localization Support
Interactive Selling and Ordering Options
Order Management and Fulfillment
Marketing and Customer Tracking
Business Objects, Components, and Processes
Mandatory Integrations with Other Oracle Applications
Optional Integrations with Other Oracle Applications
Introduction
Fully integrated with the Oracle E-Business Suite, Oracle iStore is a powerful tool that
allows businesses to create and manage online e-commerce sites. A highly configurable
Java application, Oracle iStore employs Oracle foundation and back-end applications
along with its own comprehensive Java and PL/SQL programming and logic to deliver
a high-end application that responds to the growing need for online commerce in
business-to-business (B2B), business partner, and business-to-consumer (B2C) electronic
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1-2 Oracle iStore Quick Reference Guide
scenarios.
Oracle iStore lets businesses create, manage, and personalize powerful Internet
storefronts in a secure and scalable environment.
Oracle iStore contains two user interfaces:
The Site Administration Application:
The Site Administration Application allows site administrators to create and maintain
multiple sites, catalogs, and related business rules, as well as access business and
operational reports.
Site Administration features and functionality are covered in Chapter 2, Site
Administration User Interface.
The Customer Application:
This is the customer-facing application which features shopping carts and lists, cart
sharing, a full range of order taking and tracking capabilities, e-mail notifications of
user events, quote retrieval and updates, marketing, guided selling, and more.
The Customer Application features and functionality are covered in Chapter 3,
Customer User Interface.
Together, the Site Administration and Customer user interfaces provide a compelling
e-commerce package.
Integration with other Oracle applications provides support and additional
functionality, including:
Oracle Forms and HTML technology stacks
Inventory management
Flexible pricing
Quotes and sales representative assistance
Order processing
Credit card authorization
Content management
Configured items, including telecommunications items
Human resource management
Reporting and visit tracking
Marketing
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Introduction to Oracle iStore 1-3
Financials and procurement
Key Features and Benefits
Oracle iStore allows businesses from all industries to establish business-to-business
(B2B) and business-to-consumer (B2C) electronic commerce (e-commerce). Oracle iStore
provides merchants with an easy-to-use interface for setting up specialty sites that
capture and process customer orders. In addition, integration with other Oracle
applications provides a broad range of e-commerce capabilities.
Implementing Oracle iStore lets you:
Build, test, and launch sophisticated online stores in multiple languages and
currencies
Provide a full range of online purchasing capabilities, including flexible pricing,
sales assistance, storage of customer data, shared carts, shopping lists, warranties,
order tracking and returns, and more
Deploy sites in business partner, business-to-business (B2B) and
business-to-consumer (B2C) scenarios
Target different customer segments and/or organizations
In addition, organizations can build integrated sites which support users of Oracle
iSupport and Oracle Partner Management applications.
Key features and benefits of Oracle iStore are discussed in this section.
Site Administration Application
The friendly interface of the Site Administration Application allows you to configure
sites which are then presented as specialty sites in the Internet-enabled, customer-facing
application known as the Customer Application.
The Site Administration Application allows you to perform the following main
functions:
Create and maintain of any number of sites
Easily duplicate sites, catalogs, and content
In Preview mode, immediately preview the sites
Configure the display order of site names as they are presented in the Customer UI
Utilize powerful search utilities built into each main page
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1-4 Oracle iStore Quick Reference Guide
Target different customer segments with different sites and catalogs
Support globalization features, such as multiple languages and currencies
Brand each site differently
Provide different content for the same product on different sites
Enable different payment and shipping methods for each site
Set different price lists on each site for each user type (guest, B2C, B2B, partners)
Set attributes at the site level (such as allowing guest users, allowing ATP checks,
etc.)
Restrict sites via user responsibilities
Set organization-level access controls
Leveraging a unified, central application and repository of products and content, each
site can have its own:
Name
Product catalog
Section hierarchy
Target users
Currency
Language
Price lists
Payment types
Payment type thresholds
Shipping methods
Access restrictions
Product and section exclusion rules
Effective dates
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Introduction to Oracle iStore 1-5
Catalog Management
A full catalog management application is provided in the Site Administration
Application, giving you a highly configurable Internet product presentation.
Leveraging the powerful Oracle Inventory on the back-end and Oracle iStore's sectionbuilding tool in the Site Administration Application, the Catalog is a flexible tool which
supports multiple languages and currencies. Highlights include:
A section (catalog) hierarchy that can be as simple or complex as your business
requirements necessitate. Sections are created in parent-child relationships.
Products "hang" on nodes of the section hierarchy.
Ability to control the browsing experience of the customer through section and
subsection presentation.
Cross-sell capabilities using the seeded Related items relationship, as well as
support for a variety of other relationships between products, sections, and
Inventory categories.
A built-in search utility which allows you to locate a product by entering several
criteria, including product name, number, category, description, as well as
searching by sites that contain the product.
Product search can support both Section Search and Category Search.
Optional integration with Oracle interMedia allows you to set up a powerful
product search in the specialty sites.
A Display Template gallery which lets you quickly pick, in WYSIWYG fashion, thelayout of individual or groups of sections and products.
Configurable bins to which you can map your own JSPs and position along the
sides, tops, and bottoms of catalog, shopping cart, and user registration pages.
Several of the bins are pre-seeded with content.
The ability to construct targeted catalogs accessible to segments of customers.
The ability to exclude catalog portions from specific sites.
Product autoplacement feature which allows the populating of sections with
products through a single concurrent program.
Support for several product types, including serviceable items, configured items,
and model bundles.
Flexible pricing support, including promotional goods modifiers and sites as
pricing qualifiers.
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1-6 Oracle iStore Quick Reference Guide
Optional integration with Oracle Marketing allows you to create and maintain
Inventory products, product templates, and several other product parameters.
Content Management
A Content Repository and reusable content components allow you to store, easily
retrieve, and configure content to display in the specialty sites. Highlights include:
Hundreds of configurable Display Templates present the Customer UI. This rich
catalog display environment presents a multitude of possibilities for mapping
content files to alter the look and feel of the specialty sites.
Concurrent programs that allow you to copy sections with 1000-plus children and
to cascade layout mappings to child sections.
Re-usable content components and media objects.
Easy-to-use interface for mapping source files to the media objects.
Components and objects that are organized by type of display they effect.
Framework for reusing a single source file in any number of site catalog pages.
Ability to map content to specific sites and languages combinations.
Easily update files which display in the specialty sites.
Easily integrate with third-party catalogs to facilitate a Procurement Punchout
implementation.
Complete integration with Oracle Content Manager to provide content item
creation, versioning, approvals, and a translation interface.
Automated User Communications
Oracle iStore automatically delivers e-mail notification messages to the appropriate
users for such events as:
Orders placed or cancelled
Contract negotiations
Shared carts
Forgotten passwords and login assistance
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Registration confirmation
Sales assistance requests
In addition, e-mail messages can be configured by organization, store, and user type,
giving you immense flexibility in communicating with your customers.
This functionality is provided through Oracle iStore's integration with Oracle
Workflow.
Background Data Management
Several supplied concurrent programs in Oracle iStore automatically refresh data
between business objects. For example:
The Lead Import concurrent program pulls customer data from orders and expired
carts into database tables for use in other Oracle applications
The Product Search concurrent program automatically populates necessary tables
with product updates for use in the Customer Application product search
Reports Fact Tables Refresh supplies automatic updates of transactional and
operational data about the sites
Concurrent programs exists that duplicate large sections and cascade section layout
mappings to child sections.
The Express Checkout concurrent program converts Express Checkout shopping
carts into orders.
Two concurrent programs export or import Display Template mappings using XML
files.
The iStore Autoplacement concurrent program can be used to populate leaf sections
with products from Oracle Inventory categories.
User Management, Self-Service Registration, and Customer Information
Oracle iStore offers a full user management and registration framework in the
Customer Application. For B2B users, seeded roles and permissions offer personalized
features for different customer segments and business partners. Automatic userregistration enables self-service access to the sites. Highlights include:
Business-to-Business (B2B) functionality allows management of complex
relationships with corporate customers in a self-service environment, including the
ability to restrict access by organization. The seeded Primary User role allows
organizational users to set up and manage a community of business users.
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Ability to prevent primary users from creating other users by setting a profile
option.
Online Access to Existing Account functionality provides quick online access for
users who have placed orders through channels other than Oracle iStore.
Support for customers integrated with Oracle iSupport and Oracle Partner
Management.
Business-to-Consumer (B2C) functionality allows you to quickly launch an online
presence to the buying public.
Supplied integration with the Oracle customer data storage model, Oracle Trading
Community Architecture (TCA), provides the ability to maintain customer
information and complex party relationships.
Address Book and Payment Book functionality in the Customer Application allows
users to maintain their own data.
Ability to mandate the entry of B2B user contact information.
Optional integration with Oracle Quoting allows interactive selling and online user
assistance.
Globalization and Localization Support
Oracle iStore supports a global product catalog and infrastructure, allowing you to
launch and maintain an international online presence. Highlights include:
Global accounting through Oracle General Ledger allows you to set up multiple
sets of books and business calendars.
Oracle Multiple Organization Architecture gives you the ability to create and
manage multiple organizations, inventory units, and warehouses internationally.
Multiple currency support allows you to deploy sites --- with targeted products and
prices --- in any country.
The globally-oriented Site Selection Page is the default landing page for the
Customer UI. It displays all sites in your implementation, with separate links for
each supported language.
Seeded media objects for specific languages, allowing you to display
country-specific images for each language.
Templates which can show taxes, payment and shipping methods, and address
formats which are particular to a country for which the site has been set up.
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E-mail notification messages leveraging Oracle Workflow can be provided in all
languages, and configured by organization, user type, and site.
Interactive Selling and Ordering Options
Oracle iStore provides numerous options for interactive selling, user assistance, and
ordering options for customers in the Customer Application. Highlight include:
Sales assistance
Online contract negotiation (terms and conditions)
Collaborative quoting
Call-me-back functionality
Sophisticated pricing
Shared shopping carts
Returns
Guided selling and product configuration online
Product model bundles
Ability to capture end customer data during checkout
Order tracking
Opt in/opt out capabilities
Real-time inventory checks and reservations
Shopping lists
Order cancellation
Shipping priority, instructions, and ship to multiple locations
Billing to multiple locations
Automatic e-mail notifications
Express checkout
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Order Management and Fulfillment
Supplied integration with the Oracle Order Management Suite's powerful combination
of order processing tools provide a complete range of order management and
fulfillment functions. Highlights include: Instant order transmission and fulfillment through Oracle Order Management
Shipping and shipment tracking capabilities through Oracle Shipping
Online automated payment processing through integration with Oracle Order
Capture
Order cancellation abilities
Order returns
Optional integration with Oracle Financial applications can provide accountingsupport
Order tracking, including the ability to view invoice, shipping, and payment details
Published quotes, sales assistance and Terms and Conditions fully integrated with
Oracle Quoting
Marketing and Customer Tracking
Oracle iStore features a number of marketing and customer tracking options through itsintegration with other Oracle applications. These options include:
Lead import functionality which allows the capture of valuable customer
information from Oracle iStore shopping carts. Oracle Sales applications then can
use the data in marketing efforts.
Ability to post advertisements into Oracle iStore Customer Application bins, an
option which leverages integration with Oracle Marketing.
Customer event tracking and real time personalized recommendations through
Oracle Marketing's integration with Oracle Personalization.
Ability to create deep link advertisements to the Oracle iStore Customer
Application in other web pages.
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Business Objects, Components, and Processes
Oracle iStore includes the following business objects, components and processes, which
allow it to store data, process information, and communicate with the Oracle database
and other Oracle applications: Business Objects:The schema for representing and storing customers, orders,
product catalog and presentation elements. These entities are persistent, shared
across all Oracle applications, and manipulated by Java Application Programming
Interfaces (API) provided within Oracle iStore's runtime services.
Runtime Services and APIs:The coupling of certain common services available
within all e-commerce applications (Oracle Foundation) and Java-based APIs
(includes some PL/SQL APIs). This combination queries Oracle iStore's persistent
storage of objects and relationships and enables update operations.
Support for Internet technologies: Oracle iStore offers specific support for
implementing the caching of Web pages, secure socket layer connections,
de-militarized zone environments, and search engine indexing.
Configurable Customer Application templates:All Customer Application menus
and pages are customizable using logical template names.
Processing and routing templates:Working in combination with the Display
Templates, the processing and routing templates contain the logic and appropriate
business flows through the specialty sites.
Oracle BLAF:Both the Site Administration and Customer user interfaces offer the
Oracle BLAF (browser look and feel) compliant user interfaces (UI). The OracleBLAF UI provides consistent look and feel and similar task flows across the Oracle
E-Business Suite applications. All section and item runtime templates are BLAF
compliant.
Mandatory Integrations with Other Oracle Applications
The following Oracle applications provide are mandatory integrations for Oracle iStore:
The Oracle Technology Stackprovides the fundamental technology stack for
Oracle Application Object Library, Oracle Forms and Oracle E-Business Suite
applications. The modules within the technology stack allow user creation andmaintenance, application setups, and ways to customize the applications.
Oracle Receivablescalculates taxes and generates invoices. Bundled with the install
of Oracle Receivables is the Oracle centralized data repository for customer
information -- the Trading Community Architecture (TCA) model. Customer
registration information is maintained in the TCA/Oracle Receivables schema.
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Oracle E-Business Taxprovides tax rate information for Oracle iStore.
Oracle General Ledger(GL) provides business unit information to Oracle iStore. In
it, you can define your accounting structure, business calendars, define and enable
currencies, and manage your business units.
Oracle Human Resources Management System(HRMS) stores information related
to your organization. Use HRMS to set up employees and bill-to and ship-to
countries.
Oracle Inventoryserves as the repository of products that can be sold through
Oracle iStore.
The Oracle Order Management suite of applications processes, records, and tracks
customer orders and shipping details; allows you to set up basic pricing; allows
setup of payment and shipping options; and can facilitate returned orders. Oracle
Order Management integrates with Oracle iStore via Oracle Order Capture APIs
and schema.
For more information, see the Oracle iStore Implementation and Administration Guideand
the respective product documentation.
Optional Integrations with Other Oracle Applications
The following Oracle applications modules can be set up to provide additional
functionality for your electronic specialty sites:
Oracle Advanced Pricing: Use Oracle Advanced Pricing to set up customer
discounts, sourcing rules, pricing qualifiers, and pricing modifiers.
Oracle Advanced Supply Chain: Use Oracle Advanced Supply Chain (Global ATP
Server) to provide product availability information.
Oracle Application Server Web Cache: Use Oracle Application Server Web Cache
to serve the non-transactional Oracle iStore content.
Oracle Bills of Material: Use Oracle Bills of Material to set up configurable items,
model bundles, and items with standard warranties for sale in your sites.
Oracle Call Center Technology: Use the Oracle Call Center Technology (CCT) suite
of applications to process call-me-back requests.
Oracle Configurator: Use Oracle Configurator to enable customer configured
products, provide guided selling, and perform some of the shopping cart
validations.
Oracle Content Management: Oracle Content Manager is an integrated content
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management system for Oracle's E-Business Suite. OCM provides content
management building blocks and manages unstructured data through create,
approval, publish, and release lifecycles. OCM has a central repository that
manages folders, versions, and translations, and enables an organization to
collaboratively work on content with associated workflows.
Oracle Customer Care: The Oracle Customer Care suite of applications provides a
complete view of the customer by displaying relevant customer information.
Customer Care allows agents to alter customer data and create interactions with the
customer.
Oracle iSupport: Use Oracle iSupport to provide self-service service request
submission, order details views, return for credit authorizations, knowledge
management, Install Base access, and user forums. You also can integrate Oracle
iStore specialty sites with Oracle iSupport to provide support for users of both
applications.
Oracle Install Base: Use Oracle Install Base to maintain -- and allow customers tomaintain -- a repository of purchase information, including purchase date, product
attributes, and applicable service agreements. Oracle Install Base maintains
information about purchased products in a tree structure showing all of the parent
and child assemblies.
Oracle Marketing: Use Oracle Marketing to define, execute, and manage marketing
campaigns, budgets, and segments across all channels, and to define promotions
and discounts. You also can use Oracle Marketing to allow the creation and
management of Oracle Inventory products.
Oracle Payments: Oracle iStore uses the Oracle Payments integration with
third-party applications to authorize credit card transactions.
Oracle Partner Management: You can integrate Oracle iStore specialty sites with
Oracle Partner Management to provide support for users of both applications.
Oracle Procurement:Use Oracle Procurement to provide Direct Punchout Catalog
functionality from within the Oracle iStore Customer Application.
Oracle Quoting: Use Oracle Quoting to create quotes that can be published to
Oracle iStore web specialty sites and to capture carts as quotes when users request
Sales Assistance.
Oracle Sales Applications: Use Oracle Sales Online and Oracle TeleSales to import
sales leads from Oracle iStore orders and expired shopping carts.
Oracle Sales Contracts: Use Oracle Sales Contracts for Terms and Conditions,
Contract Expert, and Unstructured Contract Terms functionality.
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Oracle Service Contracts: Oracle Service Contracts can assist in providing support
for selling serviceable items and their related services in the Customer Application.
Oracle Single Sign-On Server: Use Oracle Single Sign-On Server to provide
single-authentication architecture.
Oracle Workflow: Use Oracle Workflow to send e-mail notifications and
confirmations to customers and sales representatives.
For more information, see the Oracle iStore Implementation and Administration Guideand
the respective product documentation.
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2Site Administration Application
This chapter covers the following topics:
Site Management
Main Features of Sites
Oracle iStore Administrator
Preview Mode
Display Template Mappings Import/Export
Customer Application Display
Display Templates
Section and Product Template Gallery
Bin Display
Images, Messages, and HTML Content
Content Management
Content Repository
Content Components and Media Objects
Optional Integration with Oracle Content Manager
Catalog Management
Section Hierarchy
Product Catalog
E-Mail Notifications
Background Data Management
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Site Management
The Site Administration Application is a complete online store-building application. In
Oracle iStore, stores are called sites. The Site Administration Application enables you to
create and maintain any number of sites which you then publish to customers in theweb application known as the Customer Application.
You can create as many sites as you wish, all within a single instance, and targeted, if
desired, at different user communities. Business-to-business (B2B),
business-to-consumer (B2C), and business partner sites can be created.
For complete information, see the Oracle iStore Implementation and Administration Guide.
Main Features of Sites
Main features of the site-building application include:
Site Management: The easy-to-use Site Administration Application is a completesite creation and maintenance application. Each site can have its own parameters
and targeted customers. Integrated support is provided for Oracle Partner
Management and Oracle iSupport application users as well.
Site Naming: You decide both the internal names and the display names of your
sites. In the Customer Application site selection page, the display names are
presented for customer selection. Each display name corresponds to an Oracle
iStore customer responsibility, which is in turn mapped to a default operating unit.
Oracle iStore can either automatically alphabetize this display list, or you can set
the display order yourself.
Site Duplication: At any time, you can select a site and copy it. Duplicating a site
means all associated parameters, catalog, and content also are available to the
copied site.
Site Languages: Each site can support any language supported by the Oracle
E-Business Suite. In addition to the base language, sites can support multiple other
languages. The languages then are presented in the Customer Application Site
Selection Page as hyperlinks next to the site names. Users simply select the
appropriate language to enter the site in the language of their choice.
Site Currencies and Price Lists: Any number of installed currencies and
implemented price lists can be associated with a site, allowing you to sell yourproducts in any country, and to provide product prices to different user segments.
Separate price lists can be assigned, per site, for guest users, B2B users, B2C users,
and partner users. Oracle iStore also supports multiple-currency price and
site-specific price lists, and several options are available for setting up pricing
qualifiers and modifiers.
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Shipping Methods: Each site can have its own shipping methods. Additional
capabilities can be made available through integration with Oracle Shipping
Execution.
Payment Types: You can provide any type of payment option to your customers,
which can then be processed in other Oracle applications. Each site can have its
own set of payment types. You can also provide automatic online authorization of
credit cards in your online sites.
Payment Thresholds: The payment threshold feature allows you to set order
amount thresholds for specific payment types. With this feature, orders over a
certain amount offer specific payment type choices for the customer.
User Security:Oracle iStore features built-in security rules which tie each site
uniquely to one or more customer responsibilities. You can decide whether to allow
guest user access, or to restrict browsing only to registered users.
User Management:In the Customer Application, organizations registered in yoursites can create and manage business users, utilizing the powerful storage
capabilities of the Oracle Trading Community Architecture (TCA) model.
Implementers can set up different segments of users and grant them specific roles
and responsibilities. Automatic registration and application access is supported
out-of-the-box.
Site Groups: Oracle iStore allows administrators to organize sites into groups. The
sites then display by group in the Site Selection Page and in the seeded group bins
which can be mapped on catalog pages in the Customer Application. Three groups
are seeded, the names of which are extensible lookups -- Stores, Support, and
Partners.
Access Restrictions: You can set up access restrictions by organization; this allows
you to restrict access to only users from a certain organization or organizations; or
you can restrict users from certain organizations from accessing your sites.
Check Product Availability:For each site, you can provide customers with the
ability to check product availability from the shopping cart.
Customer Data Capture: Oracle iStore's Lead Import functionality allows you to
capture and re-use information from expired shopping carts and orders, and to
potentially use them in Oracle Sales applications. Integration with Oracle
Marketing's Event Capture means you can also capture some of the customers'browsing habits in your sites.
Global eCommerce Support: Oracle iStore supports a global product catalog and
infrastructure, allowing you to launch and maintain an international online
presence.
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The iStore Administrator uses the Sites menu in the Site Administration Application to
perform site creation and maintenance tasks.
Oracle iStore Administrator
The Oracle iStore Administrator is the user who creates and manages the sites in theSite Administration Application. The site administrator also has access to the
notification messages and other advanced features, the catalog, products listings, and
the content management features of the sites.
Preview Mode
Simply by selecting the Preview button in the application, site administrators can see
how the sites will look to customers in the Customer Application. In Preview mode, all
sites -- regardless of Published or Unpublished status -- can be previewed.
See the Oracle iStore Implementation and Administration Guidefor complete details.
Display Template Mappings Import/Export
Oracle iStore's Display Template Mappings Import/Export functionality allows you to
export or import template mappings using XML files. The functionality is implemented
as two concurrent programs:
iStore Template Mapping Import Concurrent Program
iStore Template Mapping Export Concurrent Program
See the "Advanced Display" chapter in the Oracle iStore Implementation andAdministration Guidefor complete details.
Customer Application Display
Oracle iStore utilizes JavaServer Pages (JSP), which combine Application
Programming Interfaces (APIs) to call dynamic data and HTML to present static data. A
robust PL/SQL layer interfaces with the Oracle database to provide consistent and
accurate data storage and retrieval.
In the Customer Application, each web page is made up of an overall JSP (for example
the seeded Site Home Page, ibeCZzpHome.jsp) that calls other JSPs to display thevarious areas of the page. Oracle iStore uses templates and other components to present
the Customer Application.
For complete information, see the "Implementing Content" chapter in the Oracle iStore
Implementation and Administration Guide.
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Display Templates
The bulk of the Customer Application display is presented through the hundreds of
Display Templates that are seeded in Oracle iStore. Display Templates are of various
types, depending upon which areas of the Customer Application they are meant todisplay. For example, some templates display the shopping cart pages, some display the
catalog pages, and other templates display the order tracking pages. Each template used
in the online sites links to a JSP which provides the actual display content. By mapping
your own JSPs to the seeded templates, you can provide your own customized content
in the sites.
For complete information, see the "Implementing the Catalog" and "Advanced Display"
chapters in the Oracle iStore Implementation and Administration Guide.
Section and Product Template Gallery
Using sections and their products organized into a hierarchal structure, your product
catalog is presented through a powerful section and product catalog building tool.
Display Templates for sections and products are presented in the Site Administration
Application in WYSIWYG fashion, allowing you to easily select how your sections and
products actually display to customers.
Bin Display
Oracle iStore's Display Template functionality allows you to map bins with specific JSP
content into the top, bottom, and sides of the site selection, catalog, shopping cart, and
registration pages. Section page bins can be configured in two ways -- using fixed
layout, where every catalog section page shows the mapped bins in the same location
on every page, or using configurable layout, where bins can be placed on the page of a
specific section and in a specific location.
For complete information, see the "Implementing the Catalog" chapter of the Oracle
iStore Implementation and Administration Guide.
Images, Messages, and HTML Content
Oracle iStore features flexible and reusable content tools. To present product images
and HTML content in your specialty sites, you map seeded content components to
seeded or new media objects, which are in turn linked to the content files (e.g., .gif,.htm) which you supply.
To present messages, you utilize hundreds of seeded text messages, some of which are
also reusable media objects.
See the "Implementing Messages and Prompts" and "Implementing Content" chapters
of the Oracle iStore Implementation and Administration Guide, for details.
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Integration with Oracle Content Manager can provide tools to create content items and
use content versioning, approvals, and a translation interface from within the Site
Administration Application. This integration is described in the "Integrating Oracle
iStore with Oracle Content Manager" chapter of the Oracle iStore Implementation and
Administration Guide.
Content Management
Oracle iStore comes with an extensive content management system which features
reusable content placeholders known as content components and logical media objects
which map to source files. The seeded Display Templates contain programmatic access
names used to call the seeded content components and media objects. Using content
components and media objects, you can provide a wide variety of reusable content in
the specialty sites.
Oracle iStore's Content Repository in the Site Administration Application utilizes the
file system and database for storage. Advanced content integration is available through
Oracle Content Manager as well.
For complete information, see the "Implementing Content" chapter of the Oracle iStore
Implementation and Administration Guide.
Content Repository
The Content Repository in the Site Administration Application allows you to view and
upload the source files used in your site pages. The Content Repository page lists the
source files in your Content Repository, and allows you to preview the files. It also
allows access to other pages where you can upload and update source files.
In the Content Repository page you can:
View all source files that have been uploaded to the Content Repository
Delete source files from the Content Repository
Search for source files within the Content Repository
Access the Upload/Update Source File pages, where you can upload source files for
the repository
For complete information, see the "Implementing Content" chapter of the Oracle iStore
Implementation and Administration Guide.
Content Components and Media Objects
Oracle iStore's content components and media objects are reusable content placeholders
in the seeded JSPs that allow you to define content for the Customer Application
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beyond that provided by section or product description information. This content can
be image or HTML files that you associate with a section or product in order to provide
your customers with additional information. It also can be text messages used to
prompt or guide the user.
For complete information, see the "Implementing Content" chapter of theOracle iStore
Implementation and Administration Guide.
Optional Integration with Oracle Content Manager
Integration with Oracle Content Manager can provide even more content management
functionality, including:
Content creation
Content versioning
Content approval system and related workflows
Content translation capabilities
Association of content items to Oracle iStore site products, sections, and media
objects
Oracle Content Manager provides content management building blocks and manages
unstructured data through create, approval, publish, and release lifecycles. Oracle
Content Manager features a central repository that manages folders, versions, and
translations, and enables an organization to collaboratively work on content with
associated workflows.
Oracle Content Manager gives users a system with the essential tools required to createand manage any type of content, in the way that best suits their business needs. This
powerful tool enables companies to produce consistent content that can be shared
across internal and external customers.
Following the integration of Oracle Content Manager, the subtabs within the Site
Administration UI's Content tab change to those provided by the integration.
For complete information, see the "Integrating Oracle iStore with Oracle Content
Manager" chapter of the Oracle iStore Implementation and Administration Guide.
Catalog ManagementOracle iStore contains a complete catalog management system that allows you to
present your products from Oracle Inventory in a hierarchal fashion that in part
determines the browsing experience in the Customer Application.
For complete information, see the "Implementing the Catalog" chapter of the Oracle
iStore Implementation and Administration Guide.
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Section Hierarchy
Oracle iStore's section hierarchy allows you organize your sites into logical sections
connected in parent-child relationships, and to re-use these sections, their product
associations, and their content in multiple sites.In combination with the Display Templates, your site sections --- connected in a
hierarchal fashion --- help determine the browsing path for the customer in your
Customer Application specialty sites. All driven from the main Root section, together
the sections, subsections, and products in your sites form a tree-like structure with
which you present your product catalog. Once you create a section, you can use it in
any number of sites. You also can choose to exclude certain sections from sites.
Using the Sections pages, you can:
Create and manage sections
Duplicate existing sections, including all products and content
Set Display Templates at the section level -- Display Templates determine the
layout of the page which displays the section in the Customer Application
Assign products to sections -- either automatically or manually
Assign or exclude sections to/from site(s)
Preview sections in the context of the specialty site(s) in which they will appear
Use the search utility to search for sections
The majority of section creation and maintenance tasks are performed using the
Sections pages accessible within the Catalog tab in the Site Administration Application.
For complete information, see the "Implementing the Catalog" chapter of the Oracle
iStore Implementation and Administration Guide.
Product Catalog
In a typical implementation, Oracle Inventory is the repository of all products sold
through the Oracle iStore Customer Application. In the Site Administration
Application, site administrators can view and perform limited maintenance on
products, assign products to site sections, associate content with products, anddetermine how the products display.
Oracle iStore ships with the capability to maintain a flexible product catalog, utilizing
Oracle Inventory on the ERP side. As a part of maintaining the items (product)
database, this includes the ability in the Site Administration Application to:
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View item details, such as name, number, and description
Change item description information
Set the Web Publish Inventory flag, which is identical functionally to the
Published/Unpublished iStore flag
Assign price lists that contain the products to sites
Search for products
Use the Product Autoplacement concurrent program to automatically populate and
replace products in specified sections
Set Display Templates at the product level -- Display Templates determine the
layout of the page which displays the product in the Customer Application
For complete information, see the "Implementing the Catalog" chapter of the Oracle
iStore Implementation and Administration Guide.
Additional Products Functionality
Optional integration with other Oracle applications can provide additional product
functionality, including:
Oracle Marketing's Products moduleto provide wider product management
capabilities, including:
Product creation
Product template creation and maintenance
Product maintenance, including updating Inventory and Order Management
product attributes
Product assignment to Inventory organizations
Product assignment to Inventory categories
Price list maintenance, including changing item prices and Units of Measure
(UOMs)
Oracle Bills of Material (BOM) definitions, including specifying item sequence,item, and quantity. Note that only standard bundling is supported.
Oracle Bills of Materialto set up configurable items, model bundles, and items
with standard warranties for sale in your sites.
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Oracle Configuratorto enable --- in the Oracle iStore Customer Application ---
customer-configured products, guided selling, solution-based modeling, and
limited shopping cart validations.
Oracle Service Contractsto enable the sale of serviceable items and their related
services (e.g., extended warranties) in the Customer Application.
ATP Information--- Oracle iStore ships with the ability to check the Oracle
Inventory ATP columns; the flag is enabled during site creation. You also can
integrate with Oracle Advanced Supply Chain Planning for global ATP.
The majority of product maintenance tasks are performed using the Products pages
accessible within the Catalog tab in the Site Administration Application.
Supported Product Types
Oracle iStore supports the following types of products:
Standard items
Configured items
Model bundles
Telecommunications service items
Service items
E-Mail NotificationsOracle iStore provides more than 20 different notification events in which there are
predefined e-mail messages. The notification e-mail messages are sent to users based on
various events, including:
User registration
Login assistance requested
Orders placed, cancelled, or returned
Shared shopping cart actions
Sales assistance requested
Contracts actions
Notifications can be triggered by a site user (e.g., registration) or by the application
itself (e.g., when an update message is scheduled for delivery). The e-mail messages
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include attributes (also called tokens) that are dynamically replaced with user-specific
values -- such as the user's name -- when an e-mail is sent.
Notification events and messages are stored in Oracle Workflow data tables.
You can choose to use only the seeded messages for notifications. You can also create
new messages using Oracle Workflow Builder.
After you have the messages that you need, you can use the default configurations of
ALL users, ALL sites, and ALL organization, or you can select messages for notification
events based on site, organization, or user type combinations, using the Oracle iStore
Site Administration Application.
See the "Integrating Oracle iStore with Oracle Workflow" chapter of the Oracle iStore
Implementation and Administration Guidefor additional information.
Background Data Management
Several concurrent programs populate database tables with information required for
data refresh, including:
Reporting:The reporting concurrent program allows the historical order summary
and top orders reports to be delivered via e-mail, and loads reporting data into
tables where it can be accessed by Oracle iStore reports.
Customer Application Product Search:This series of concurrent programs
populates search tables for the product search in the Customer Application.
Express Checkout:The Express Checkout concurrent program allows automatic
submission of express checkout orders.
Lead Import:The lead import concurrent program sends customer data from
Oracle iStore into tables that can be accessed by the Oracle Sales applications.
Product Autoplacement:This concurrent program automatically populates specific
site sections with products from specific Inventory categories.
Section Duplication and Cascade Layout Mappings: These concurrent programs
are provided to duplicate sections containing large numbers of child sections, and
to duplicate and cascade the layout mappings of a parent section to its child
sections.
Template Mappings Import/Export:These concurrent programs allows you toexport, edit parameters offline, and import the site-language mappings of your
Customer Application templates.
For more information, see the "Concurrent Programs" chapter in the Oracle iStore
Implementation and Administration Guide.
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Customer Application 3-1
3Customer Application
This chapter covers the following topics:
Specialty Sites
Specialty Sites Overview
Catalog Pages Overview
Shopping Carts
Shopping Cart Key Features and Benefits
Active, Saved, and Shared Shopping Carts
Published and Shared Quotes
Shopping Lists
Order Placement and Tracking
Checkout and Order Placement
Express Checkout
Order Tracking, Cancellation, and Returns
Users and Registration
User Types and Access
User Registration
B2B User and Role Management
Storage of User and Company Information
Opting In or Out
Specialty Sites
After you build a site in the Site Administration Application and tie a customer
responsibility to it, it becomes a specialty sitein the Customer Application.
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3-2 Oracle iStore Quick Reference Guide
Specialty Sites Overview
After you construct them, specialty sites are listed on the default customer-facing
landing page, the Site Selection Page. Customers select a specialty site to retrieve a
specialty site's web pages.
Site Groups
In the Site Administration Application, administrators can use the site grouping
functionality to organize specialty sites into groups. The site grouping functionality
supports your integration with Oracle iSupport and Oracle Partner Management
applications. Seeded groups include: Stores, Support, and Partners. These groups are
presented in the Customer Application, allowing you to categorize your specialty site
presentation by purpose or application. Additional groups can be created as well.
For more information, see the "Implementing Site Management" chapter of the Oracle
iStore Implementation and Administration Guide.
Site Selection Page
In the Site Selection Page, specialty site names display in alphabetical order, unless
manually ordered by the iStore Administrator. In a multi-column layout of the Site
Selection Page, hyperlinks automatically appear for each installed language. In a
single-column implementation, a drop-list of available specialty sites is presented to the
customer. You also can configure Oracle iStore to send customers to a specific home
page of a specialty site.
For more information, see the "Implementing Customer Application Initial Pages"
chapter of the Oracle iStore Implementation and Administration Guide.
Catalog, Carts, and Order Tracker
In the catalog, from the top level page of a specialty site, customers can browse through
sections and their associated products, and ultimately add items to their shopping carts
for checkout and purchase. At any time up to checkout, customers can share their carts
with other users, in partner, B2B and B2C scenarios. Customers also can create
shopping lists to store products. Following order placement, customers can track their
orders, optionally cancelling orders or submitting return orders.
For more information, see the "Implementing the Catalog" and "Implementing Carts
and Orders" chapters of the Oracle iStore Implementation and Administration Guide.
Configurable Display Templates
Hundreds of Display Templates that link to JSP files present the Customer Application's
product catalog and section hierarchy. The product catalog and section hierarchy are
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Customer Application 3-3
built in the Site Administration Application. Oracle iStore installs with a complete set of
templates for the Customer Application pages and related process flows. The template
structure of Oracle iStore's Customer Application allows you to map your own JSPs to
the templates (using the Site Administration Application) in order to provide a unique
web page presentation. Seeded bins for the catalog, shopping cart, and registration
pages allow you to present content along with top, bottom, and sides of these pages.For more information, see the "Implementing the Catalog" chapter of the Oracle iStore
Implementation and Administration Guide.
Logical Content Placeholders
All of the graphical elements on the web pages can be changed using the Site
Administration Application's content components and media object functionality. For
example, the logo shown on the Site Home Page can be mapped to any image you wish.
For more information, see the "Implementing Customer Application Initial Pages" and
"Implementing Content" chapters of the Oracle iStore Implementation and Administration
Guide.
Catalog Pages Overview
After you build the site sections and product catalog in the Site Administration
Application, the catalog pages are available to customers in the Customer Application.
The default landing page after customers select a specialty site is the Site Home Page.
Depending upon the configuration, the Site Home Page features:
Product search functionality
Tabs and subtabs derived from section names
Section names and descriptions
Product names and descriptions